Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE WILLIAM AND MARY LOUISE CHRISTOVICH
CHARITABLE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)601 POYDRAS STREET 2300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW ORLEANS, LA70130
A Employer identification number

46-4337517
B Telephone number (see instructions)

(504) 593-4214
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$663,584J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 17,592 17,592  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 50,400
b Gross sales price for all assets on line 6a 350,292
7 Capital gain net income (from Part IV, line 2)... 50,400
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 67,992 67,992  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,611 1,611   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,831 6,831   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,610 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,052 8,442   0
25 Contributions, gifts, grants paid....... 24,000 24,000
26 Total expenses and disbursements. Add lines 24 and 25 34,052 8,442   24,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 33,940
b Net investment income (if negative, enter -0-) 59,550
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 8,003 18,911 18,911
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 498,114 Click to see attachment
List of Attached Documents:
// Content
521,146 		644,673
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 506,117 540,057 663,584
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 506,117 540,057
29 Total net assets or fund balances (see instructions)..... 506,117 540,057
30 Total liabilities and net assets/fund balances (see instructions). 506,117 540,057
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
506,117
2
Enter amount from Part I, line 27a .....................
2
33,940
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
540,057
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
540,057
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a APPLOVIN CORP COM   2024-04-24 2024-11-12
b ASTRAZENECA PLC SPND ADR   2023-08-17 2024-07-09
c AMER EXPRESS COMPANY   2023-04-17 2024-03-26
d APPLIED MATERIAL INC   2023-04-17 2024-03-28
e AUTODESK INC DEL   2023-05-19 2024-04-18
BLUE OWL CAP INC   2023-09-21 2024-02-02
BECTON DICKINSON CO   2023-12-08 2024-05-31
COMCAST CORP NEW CL A   2023-04-17 2024-03-25
CONSOLIDATED EDISON INC   2023-11-06 2024-10-25
CHEVRON CORP   2023-09-18 2024-08-13
DELL TECHNOLOGIES INC   2024-04-01 2024-10-22
DEERE CO   2023-06-01 2024-05-30
D R HORTON INC   2023-04-17 2024-01-29
ELASTIC N V   2024-07-15 2024-09-09
EATON CORP PLC   2023-04-17 2024-03-25
EQUIFAX INC   2024-05-14 2024-10-25
FREEPORT-MCMORAN INC   2024-05-01 2024-10-25
META PLATFORMS INC   2023-04-17 2024-01-26
GENL DYNAMICS CORP COM   2023-04-17 2024-03-25
GE VERNOVA LLC   2024-10-09 2024-11-25
HESS CORP   2023-09-07 2024-01-29
HP INC   2023-12-08 2024-10-25
HUMANA INC   2023-09-29 2024-01-22
INTRPUBLIC GRP OF CO   2023-05-24 2024-04-02
LOWE'S COMPNAIES INC   2023-12-15 2024-10-25
MASTERCARD INC   2023-04-17 2024-02-05
S&P GLOBEL INC   2023-06-23 2024-03-28
MONGODB INC CL A   2023-12-04 2024-08-05
MAGNA INTL INC CL A VTG   2023-10-09 2024-08-13
MICRON TECHNOLOGY INC   2024-10-09 2024-12-30
NVIDIA   2024-05-14 2024-06-11
ORACLE CORP   2024-10-04 2024-11-25
PUB SVC ENTERPRISE GRP   2024-06-26 2024-10-25
REALTY INCM CRP MD   2023-04-17 2024-03-01
SNOWFLAKE INC REG SHS   2024-01-11 2024-03-12
SIMON PROPERTY GROUP DEL   2024-05-30 2024-10-25
SALESFORCE INC   2024-06-11 2024-10-04
SERVICENOW INC   2023-02-09 2024-01-26
SYNCHRONY FINL COM   2023-04-17 2024-03-27
WELLTOWER INC   2023-10-03 2024-09-12
SYNOPSYS INC   2023-09-08 2024-01-22
TJX COS INC NEW   2023-04-17 2024-04-15
TOPBUILD CORP SHS   2023-12-04 2024-01-29
TEXAS INSTRUMENTS   2023-04-17 2024-01-26
TARGET CORP COM   2024-04-19 2024-12-03
TESLA INC   2023-04-17 2024-03-28
THERMO FISHER SCIENTIFIC   2023-12-15 2024-12-12
UBER TECHNOLOGIES INC   2024-02-05 2024-08-05
RTX CORP   2024-08-12 2024-10-25
UNITY SOFTWARE INC   2023-12-19 2024-03-13
UNITEDHEALTH GROUP INC   2023-09-18 2024-04-08
UNION PACIFIC CORP   2023-12-06 2024-10-10
VERTIV HLDG CO   2024-10-22 2024-10-25
VICI PPTYS INC   2023-06-26 2024-05-31
ZOETIS INC   2024-04-08 2024-07-10
WSTN DIGITAL CORP DEL   2024-01-26 2024-10-25
ALLSTATE CORP DEL   2023-10-24 2024-10-25
AMAZON COM INC COM   2019-12-04 2024-12-30
ASTRAZENECA PLC SPND ADR   2023-09-22 2024-10-25
ALPHABET INC SHS CL A   2019-12-04 2024-12-12
AMER EXPRESS COMPANY   2023-04-17 2024-10-28
APPLE INC   2016-05-12 2024-10-25
AUTODESK INC DEL   2023-04-17 2024-04-18
BROADCOM INC   2022-12-27 2024-12-30
BLUE OWL CAP INC   2023-09-26 2024-10-29
BIOMARIN PHARMACEUTICALS   2023-04-17 2024-05-17
CSX CORP   2023-04-17 2024-10-25
COMCAST CORP NEW CL A   2023-04-17 2024-10-25
CHENIERE ENERGY   2023-04-17 2024-11-25
CHEVRON CORP   2023-04-17 2024-08-12
DATADOG INC REG SHS CL A   2023-05-18 2024-11-25
DIGITAL RLTY TR INC   2023-06-29 2024-10-25
DEERE CO   2023-05-11 2024-05-29
D R HORTON INC   2023-04-17 2024-10-25
EXXON MOBIL CORP COM   2023-02-10 2024-10-25
EATON CORP PLC   2023-04-18 2024-10-25
EMERSON ELEC CO   2023-04-17 2024-10-25
META PLATFORMS INC   2023-06-28 2024-10-25
FERRARI NV   2023-04-17 2024-10-25
GENL DYNAMICS CORP COM   2023-04-17 2024-10-25
HCA HEALTHCARE INC   2023-05-12 2024-10-25
HEWLETT PACKARD ENTERPRISE CO   2023-04-17 2024-10-25
INTUITIVE SURGICAL INC   2023-04-17 2024-10-25
INTL BUSINESS MACHINES CORP IBM   2023-07-27 2024-10-25
INTRPUBLIC GRP OF CO   2023-06-05 2024-12-09
INTUIT INC   2023-04-17 2024-06-10
JPMORGAN CHASE & CO   2022-05-16 2024-10-25
KRAFT (THE) HEINZ CO SHS   2023-04-17 2024-12-06
ELI LILLY & CO   2023-04-17 2024-11-04
MASTERCARD INC   2023-04-17 2024-10-25
MEDTRONIC PLC SHS   2023-04-17 2024-10-25
S&P GLOBAL INC   2023-06-26 2024-10-25
MAGNA INTL INC CL A VTG   2023-08-03 2024-08-13
MCDONALDS CORP   2022-11-04 2024-03-25
MICROSOFT CORP   2019-12-04 2024-11-25
NVIDIA   2023-02-08 2024-10-25
O' REILLY AUTOMOTIVE INC   2023-01-04 2024-05-13
PEPSICO INC   2023-04-17 2024-10-25
PROCTER & GAMBLE CO   2023-01-06 2024-04-23
PROGRESSIVE CRP OHIO   2022-08-09 2024-09-05
REALTY INCM CRP MD   2023-04-17 2024-10-25
SERVICENOW INC   2023-02-10 2024-10-25
SYNCHRONY FINL COM   2023-05-19 2024-10-25
WELLTOWER INC   2023-10-05 2024-10-25
TJX COS INC NEW   2023-04-17 2024-10-25
TRUIST FINL CORP   2023-06-01 2024-12-05
TAKE TWO INTER SOFTWARE   2023-10-09 2024-10-25
TESLA INC   2023-09-13 2024-11-12
T-MOBILE US INC SHS   2023-04-17 2024-10-25
THERMO FISHER SCIENTIFIC   2023-05-30 2024-12-12
UBER TECHNOLOGIES INC   2023-07-18 2024-08-05
VISA INC CL A SHARES   2022-08-05 2024-10-25
VICI PPTYS INC   2023-04-27 2024-05-31
ZOETIS INC   2022-11-18 2024-07-09
WILLIAMS COMPANIES DEL   2023-04-17 2024-12-04
BANK OF MONTREAL COM   2023-04-20 2024-01-02
CVS HEALTH CORP   2023-04-20 2024-01-02
DUKE ENERGY CORP   2023-04-20 2024-01-02
EASTMAN CHEMICAL CO   2023-04-20 2024-01-02
FIFTH THIRD BANCORP   2023-04-20 2024-01-02
KROGER CO   2023-04-20 2024-01-02
LOWE'S COMPANIES INC   2023-04-20 2024-01-02
M&T BANK CORPORATION   2023-04-20 2024-01-02
MORGAN STANLEY   2023-04-20 2024-01-02
MEDTRONIC PLC SHS   2023-04-20 2024-01-02
NOVARTIS ADR   2023-04-20 2024-01-02
PHILIP MORRIS INTL INC   2023-04-20 2024-01-02
SOLVENTUM CORP REG SHS   2024-01-02 2024-05-14
TEXAS INSTRUMENTS   2023-04-20 2024-01-02
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,516   1,524 1,992
b 599   554 45
c 2,227   1,629 598
d 814   446 368
e 1,131   992 139
834   668 166
6,718   7,322 -604
553   497 56
210   181 29
1,728   2,006 -278
1,117   924 193
1,094   1,134 -40
1,124   791 333
790   1,294 -504
608   326 282
544   490 54
188   199 -11
767   438 329
279   229 50
639   533 106
861   886 -25
669   557 112
803   989 -186
1,040   1,204 -164
483   451 32
1,370   1,112 258
424   390 34
1,189   1,502 -313
1,858   1,999 -141
2,039   1,922 117
1,274   605 669
367   339 28
271   219 52
722   854 -132
1,295   1,585 -290
651   590 61
2,587   2,534 53
772   469 303
2,149   1,551 598
1,410   889 521
1,553   1,373 180
469   387 82
371   313 58
1,150   1,262 -112
4,543   6,083 -1,540
1,136   1,108 28
527   521 6
907   585 322
250   233 17
726   1,102 -376
7,095   7,565 -470
2,177   2,074 103
227   226 1
1,460   1,577 -117
345   333 12
711   645 66
189   124 65
3,428   1,587 1,841
618   554 64
6,437   2,637 3,800
5,792   3,746 2,046
3,840   433 3,407
417   396 21
10,176   3,481 6,695
1,201   622 579
1,038   1,294 -256
1,887   1,739 148
2,255   2,215 40
599   452 147
1,593   1,882 -289
282   187 95
1,651   983 668
2,216   2,312 -96
361   198 163
3,061   3,012 49
3,664   1,960 1,704
2,352   1,909 443
1,749   771 978
487   281 206
303   229 74
5,010   3,552 1,458
1,370   1,203 167
514   268 246
654   428 226
1,967   2,459 -492
1,135   881 254
2,237   1,429 808
3,273   4,106 -833
6,181   2,609 3,572
962   741 221
454   410 44
492   390 102
3,646   4,993 -1,347
835   820 15
7,243   2,548 4,695
6,318   1,227 5,091
2,030   1,691 339
1,029   1,094 -65
319   307 12
669   358 311
125   121 4
953   458 495
1,913   1,192 721
262   162 100
321   232 89
1,659   1,118 541
163   142 21
1,359   1,102 257
388   300 88
1,106   839 267
341   281 60
1,104   854 250
1,898   2,202 -304
877   723 154
2,594   1,434 1,160
18,314   17,174 1,140
2,339   2,118 221
16,606   16,764 -158
16,597   15,200 1,397
11,180   8,952 2,228
16,711   17,188 -477
16,627   15,931 696
8,703   8,057 646
2,246   2,168 78
16,869   17,223 -354
16,257   15,004 1,253
286   295 -9
2,324   2,488 -164
16,875   17,441 -566
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,992
b       45
c       598
d       368
e       139
      166
      -604
      56
      29
      -278
      193
      -40
      333
      -504
      282
      54
      -11
      329
      50
      106
      -25
      112
      -186
      -164
      32
      258
      34
      -313
      -141
      117
      669
      28
      52
      -132
      -290
      61
      53
      303
      598
      521
      180
      82
      58
      -112
      -1,540
      28
      6
      322
      17
      -376
      -470
      103
      1
      -117
      12
      66
      65
      1,841
      64
      3,800
      2,046
      3,407
      21
      6,695
      579
      -256
      148
      40
      147
      -289
      95
      668
      -96
      163
      49
      1,704
      443
      978
      206
      74
      1,458
      167
      246
      226
      -492
      254
      808
      -833
      3,572
      221
      44
      102
      -1,347
      15
      4,695
      5,091
      339
      -65
      12
      311
      4
      495
      721
      100
      89
      541
      21
      257
      88
      267
      60
      250
      -304
      154
      1,160
      1,140
      221
      -158
      1,397
      2,228
      -477
      696
      646
      78
      -354
      1,253
      -9
      -164
      -566
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 50,400
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 828
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 828
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 828
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,600
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 772
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow772 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowLA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTERRY CHRISTOVICH GAY Telephone no.right arrow (504) 593-4214

Located atright arrow601 POYDRAS STREET STE 2300NEW ORLEANSLA ZIP+4right arrow70130
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MARIE ELISE GROTE VICE-PRESIDENT
1.00 		0 0 0
75434 RIVER ROAD
COVINGTON,LA70435
MICHAEL MOSSY CHRISTOVICH VICE-PRESIDENT, PRESIDENT
1.00 		0 0 0
829 E SCENIC DRIVE
PASS CHRISTIAN,MS39571
TERRY CHRISTOVICH GAY TREASURER
1.00 		0 0 0
601 POYDRAS ST SUITE 2300
NEW ORLEANS,LA70130
JEFFREY JAMES CHRISTOVICH SECRETARY
1.00 		0 0 0
10540 DRAPER AVENUE
LOS ANGELES,CA90064
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
621,914
b
Average of monthly cash balances.......................
1b
17,301
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
639,215
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
639,215
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
9,588
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
629,627
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
31,481
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
31,481
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
828
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
828
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
30,653
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
30,653
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
30,653
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
24,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
24,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 30,653
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 23,701
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 24,000
a Applied to 2023, but not more than line 2a 23,701
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 299
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		30,354
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

GROUNDS KREWE

3962 MAGAZINE STREET
NEW ORLEANS,LA70115 		N/A 501(C)(3) OPERATING EXPENSE 1,000

HUMANE SOCIETY OF SOUTH MISSISSIPPI

2615 25TH AVENUE
GULFPORT,MS39501 		N/A 501(C)(3) OPERATING EXPENSE 3,000

TULANE LAW SCHOOL

6329 FRERET STREET
NEW ORLEANS,LA70118 		N/A 501(C)(3) OPERATING EXPENSE 3,000

CHILDREN'S TUMOR FOUNDATION

120 WALL STREET 16TH FLOOR
NEW YORK,NY10005 		N/A 501(C)(3) OPERATING EXPENSE 2,000

ECOLE BILINGUE DE LA NOUVELLE ORLEANS

821 GENERAL PERSHING ST
NEW ORLEANS,LA70115 		N/A 501(C)(3) OPERATING EXPENSE 800

THE FREE CHURCH OF THE ANNUNCIATION EPISCOPAL CHURCH

4505 S CLAIBORNE AVE
NEW ORLEANS,LA70125 		N/A 501(C)(3) OPERATING EXPENSE 1,000

PRESERVATION RESEARCH CENTER

923 TCHOUPITOULAS ST 3819
NEW ORLEANS,LA70130 		N/A 501(C)(3) OPERATING EXPENSE 5,000

AMERICARES FOUNDATION

88 HAMILTON AVE
STAMFORD,CT06902 		N/A 501(C)(3) OPERATING EXPENSE 1,000

NORTHSHORE HUMANE SOCIETY

20384 HARRISON AVE
COVINGTON,LA70433 		N/A 501(C)(3) OPERATING EXPENSE 500

ST JOSEPH'S ABBEY

75376 RIVER RD
ST BENEDICT,LA70457 		N/A 501(C)(3) OPERATING EXPENSE 1,500

PONTCHARTRAIN CONSERVANCY

8001 LAKESHORE DR
NEW ORLEANS,LA70124 		N/A 501(C)(3) OPERATING EXPENSE 1,200

ST JOHN'S PRESBYTERIAN CHURCH OF RANCHO PARK

11000 NATIONAL BLVD
LOS ANGELES,CA90064 		N/A 501(C)(3) OPERATING EXPENSE 4,000
Total .................................right arrow 3a 24,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 17,592  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 50,400  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 67,992 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
67,992
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE WILLIAM AND MARY LOUISE CHRISTOVICH
 
CHARITABLE FOUNDATION INC
EIN:
46-4337517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEE 1,611 1,611   0

TY 2024 InvestmentsCorpStockSchedule
Name:
THE WILLIAM AND MARY LOUISE CHRISTOVICH
 
CHARITABLE FOUNDATION INC
EIN:
46-4337517
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC 10,508 12,494
AMAZON COM INC 4,736 8,556
APPLE 3,857 14,524
BLACKROCK INC 8,417 12,301
COSTCO WHOLESALE CRP DEL 954 1,833
HOME DEPOT INC. 3,251 4,279
JPMORGAN CHASE & CO 6,785 12,225
MICROSOFT CORP 9,482 17,282
VISA INC CL A SHRS 439 632
BROADCOM INC 3,458 7,419
MCDONALDS CORP COM 2,531 2,609
PROCTER & GAMBLE CO 1,728 1,844
PROGRESSIVE CRP OHIO 1,225 1,917
ALLSTATE 5,257 7,133
AMERICAN EXPRESS COMPANY 1,631 2,968
APPLIED MATERIAL INC 670 976
ASTRAZENE CA PLC 7,812 6,486
BLUE OWL CAP INC 2,387 4,210
CHENIERE ENERGY 772 1,074
COMCAST CORP 3,693 3,528
CONSOLIDATED EDISON INC 6,227 6,157
CSX CORP 3,811 4,001
D R HORTON INC 3,582 4,614
DATADOG INC 756 1,143
DIGITAL RLTY TR INC 6,016 9,044
EATON CORP PLC 3,249 5,310
ELI LILLY & CO 7,042 8,492
EMERSON ELEC CO 6,882 9,047
EXXON MOBIL CORP 10,478 10,004
FERRARI NV 562 850
GENL DYNAMICS CORP 4,016 4,216
HCA HEALTHCARE INC 3,337 3,302
HEWLETT PACKARD 4,882 6,170
HP INC 4,632 5,025
INTL BUSINESS MACHINES 7,462 11,211
INTRPUBLIC GRP OF CO 3,421 2,606
INTUITIVE SURGICAL INC 1,124 2,088
KINDER MORGAN INC 7,523 11,261
KRAFT (THE) HEINZ CO 3,338 2,764
LINDE PLC 1,170 1,256
LOWE'S COMPANIES INC 1,129 1,234
MASTERCARD INC 821 1,053
MEDTRONIC PLC 6,687 6,550
META PLATFORMS INC 3,073 5,270
MONGODB INC 1,325 1,164
NVIDIA 7,691 15,443
PEPSICO INC 9,486 8,059
PRINCIPAL FINANCIAL GRP 4,806 4,799
REALTY INCM CRP 2,797 2,457
S&P GLOBAL INC 814 996
SERVICENOW INC 1,172 2,120
SYNCHRONY FINL COM 2,520 5,265
T-MOBILE US INC 1,249 1,766
TAKE TWO INTER SOFTWARE 1,184 1,473
TESLA INC 2,681 4,442
TEXAS INSTRUMENTS 2,555 2,625
TJX COS INC NEW 1,397 1,933
TOPBUILD CORP 999 934
TRUIST FINL CORP 7,404 9,110
UBER TECHNOLOGIES INC 679 603
UNITEDHEALTH GROUP INC 6,987 6,070
WELLTOWER INC 4,433 6,428
WILLIAMS COMPANIES DEL 5,419 9,255
CVS HEALTH CORP 14,168 8,709
FIFTH THIRD BANCORP 6,700 10,189
M&T BANK CORPORATION 7,673 11,281
MORGAN STANLEY 15,087 20,995
PHILIP MORRIS INTL INC 16,121 19,737
APPLOVIN CORP COM 278 1,295
DELL TECHNOLOGIES INC 621 576
EQUIFAX INC 1,036 1,019
FREEPORT-MCMORAN INC 4,836 3,694
GE VERNOVA LLC 796 987
GILEAD SCIENCES INC COM 7,101 7,390
NOVO NORDISK A S ADR 1,587 1,032
ORACLE CORP 1,533 1,500
PUB SVC ENTERPRISE GRP 6,248 6,844
RTX CORP 5,181 5,092
SIMON PROPERTY GROUP DEL 6,067 6,888
TARGET CORP COM 3,385 2,974
TRADE (THE) DESK INC SHS 1,333 1,175
VERTIV HLDG CO 1,122 1,136
WALMART INC 5,823 5,602
WELLS FARGO & CO 5,582 5,268
WSTN DIGITAL CORP DEL 1,744 1,610
XCEL ENERGY 6,948 7,292
ABBVIE INC SHS 15,625 17,415
BP PLC SPON ADR 15,646 13,036
COMERICA INC COM 15,698 17,194
HERSHEY COMPANY 15,734 13,887
IMPERIAL OIL LTD COM NEW 16,253 16,694
KELLANOVA 15,643 21,943
KENVUE INC 15,656 15,500
TAIWAN S MANUFCTRING ADR 14,626 28,636
3M COMPANY 13,226 18,460
ALERIAN MLP ETF SHS 15,658 17,723

TY 2024 OtherProfessionalFeesSchedule
Name:
THE WILLIAM AND MARY LOUISE CHRISTOVICH
 
CHARITABLE FOUNDATION INC
EIN:
46-4337517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ANNUAL REPORT FEE 10 10   0
BANK CHARGES 10 10   0
MISCELLANEOUS EXPENSE 369 369   0
ADVISORY FEE 6,442 6,442   0


TY 2024 TaxesSchedule
Name:
THE WILLIAM AND MARY LOUISE CHRISTOVICH
 
CHARITABLE FOUNDATION INC
EIN:
46-4337517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL INCOME TAX 1,486 0   0
FOREIGN TAX 124 0   0